Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.27%
2 BOUT 3.15%
3 SPDV 2.91%
4 BKC 2.76%
5 IDAT 2.62%
6 DDIV 2.16%
7 QQQN 2.12%
8 QQJG 1.98%
9 SPYD 1.89%
10 SDOG 1.89%
11 RYJ 1.83%
12 UPGD 1.83%
13 DVYL 1.80%
14 PTF 1.68%
15 WDIV 1.61%
16 RYT 1.49%
17 RDIV 1.42%
18 GURU 1.38%
19 RSPT 1.33%
20 PFUT 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.20M (11.97%) 447.31K
Increased by +1.78%
Jun 30, 24
2 JPMorgan Chase & Co 23.05M (10.95%) 1.29M
Increased by +5.59%
Jun 30, 24
3 Sanders Capital, LLC 16.22M (7.70%) 212.87K
Increased by +1.31%
Jun 30, 24
4 Capital Research Global Investors 14.08M (6.69%) -1.18M
Decreased by -8.40%
Jun 30, 24
5 BlackRock Inc 13.24M (6.29%) 542.35K
Increased by +4.09%
Jun 30, 24
6 FMR Inc 10.05M (4.77%) -1.90M
Decreased by -18.88%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 9.41M (4.47%) 1.38M
Increased by +14.66%
Jun 30, 24
8 State Street Corp 7.96M (3.78%) 111.34K
Increased by +1.40%
Jun 30, 24
9 State Street Corporation 7.85M (3.73%) -1.72M
Decreased by -21.87%
Mar 31, 24
10 Valueact Holdings, L.p. 7.69M (3.65%) -5.75M
Decreased by -74.80%
Sep 30, 23
11 Bank of America Corp 4.20M (1.99%) 2.13M
Increased by +50.66%
Jun 30, 24
12 Wellington Management Company LLP 4.01M (1.90%) -334.41K
Decreased by -8.35%
Mar 31, 24
13 Geode Capital Management, LLC 3.84M (1.83%) 52.19K
Increased by +1.36%
Jun 30, 24
14 Goldman Sachs Group Inc 3.64M (1.73%) 685.06K
Increased by +18.82%
Jun 30, 24
15 Arrowstreet Capital Limited Partnership 3.51M (1.67%) 2.37M
Increased by +67.75%
Jun 30, 24
16 Slate Path Capital LP 3.11M (1.48%) -726.60K
Decreased by -23.35%
Jun 30, 24
17 ClearBridge Advisors, LLC 2.51M (1.19%) -143.68K
Decreased by -5.72%
Jun 30, 24
18 NORGES BANK 2.21M (1.05%) 459.64K
Increased by +20.78%
Dec 31, 23
19 Citadel Advisors Llc 2.16M (1.02%) 1.98M
Increased by +91.90%
Sep 30, 23
20 Amvescap Plc. 2.09M (0.99%) -200.18K
Decreased by -9.56%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.64M (3.16%) 5.13K
Increased by +0.08%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 5.50M (2.61%) 389.04K
Increased by +7.08%
Sep 30, 24
3 Fidelity® Low-Priced Stock 5.05M (2.40%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Mid Cap Index Institutional 4.45M (2.11%) -42.01K
Decreased by -0.94%
Sep 30, 24
5 JPM US Equity Income-MA 4.10M (1.95%) 4.10M
Increased by +99.90%
Sep 30, 23
6 JPM US Equity Income-Composite 3.83M (1.82%) -84.11K
Decreased by -2.20%
Sep 30, 24
7 JPMorgan Equity Income I 3.83M (1.82%) -21.73K
Decreased by -0.57%
Sep 30, 24
8 Vanguard Windsor™ II Inv 3.47M (1.65%) 0.00
Increased by 0.00%
Sep 30, 24
9 American Funds Capital Income Bldr A 3.39M (1.61%) -979.35K
Decreased by -28.90%
Sep 30, 24
10 Delaware Ivy Science and Technology C 3.26M (1.55%) 0.00
Increased by 0.00%
Sep 30, 24
11 Ivy Science/Technology Composite 3.26M (1.55%) -22.63K
Decreased by -0.69%
Sep 30, 24
12 American Funds Income Fund of Amer A 3.13M (1.49%) -1.06M
Decreased by -34.01%
Sep 30, 24
13 Fidelity Low-Priced Stock 2.69M (1.28%) -1.28K
Decreased by -0.05%
Aug 31, 24
14 Fidelity 500 Index 2.58M (1.23%) 175.47K
Increased by +6.80%
Sep 30, 24
15 SPDR® S&P 500® ETF Trust 2.56M (1.22%) 13.39K
Increased by +0.52%
Oct 31, 24
16 Vanguard Windsor Investor Shares 2.39M (1.14%) -232.73K
Decreased by -9.72%
Mar 31, 24
17 iShares Core S&P 500 ETF 2.34M (1.11%) 3.60K
Increased by +0.15%
Oct 31, 24
18 SPDR® S&P 500 ETF Trust 2.29M (1.09%) 5.22K
Increased by +0.23%
Apr 30, 24
19 Fidelity® 500 Index 2.23M (1.06%) 17.79K
Increased by +0.80%
Oct 31, 23
20 JPMorgan US Equity L 2.05M (0.97%) -23.64K
Decreased by -1.16%
Sep 30, 24